Due to continued expansion our client is presently looking for an experienced, high quality Independent Financial Advisors (IFA’s) to manage an existing client bank with significant funds under management. The candidate should be an experienced IFA used to dealing with a range of personal / HNW clients. We seek a candidate with full FPC (or equivalent) and ideally at or extremely close to being Level 4 / Diploma Qualified, strong ...
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Date: 5 days ago
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Hook, Hampshire
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£14,000 - £15,000 per annum, inc benefits
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13 applications
Job description: Our client are a small firm of wealth management advisors who are looking to take on an office administrator to help lighten the admin load of the more technical members of staff. Candidate requirements: Educated to A' level standard or equivalent as a minimum. Our client are seeking someone who is looking for their first step into a an office job, will be bright switched on and enthusiastic. Applic...
Senior Project Managers - Life and Pensions - Basingstoke - £45,000 - £55,000 Salary:£45,000 - £55,000 + Car Allowance Duration:Permanent Start Date: ASAP We are looking for experienced Senior Project Managers who are technically well experienced but are also able to manage senior managers and instil project disciplines. You must have a successful track record of...
Organisation Description A fantastic opportunity has arisen for with a major insurer within their Complaints Handling Team. The company are looking to recruit high level Special Complaints Investigators to join their successful team in handling seriou complaints from customers. From an FSA Complaint Handling background, the successful appllicant will have an excellent understanding of insurance products and have pr...
Organisation Description A fantastic opportunity has arisen for with a major insurer within their Complaints Handling Team. The company are looking to recruit high level Special Complaints Investigators to join their successful team in handling seriou complaints from customers. From an FSA Complaint Handling background, the successful appllicant will have an excellent understanding of insurance products and have pr...
Organisation Description To support the Investment Actuary in the financial reporting process, project requirements, general assistance on oversight and review of actuarial students, carrying out hedge reviews, providing risk management and management information for Corporate and UK senior management. Job Description Part Qualified Actuary (CT series exams and at least on...
This is an opportunity for you to work with a global retail Financial Services provider at their Hampshire offices. This position for a Compliance Consultant is to support the business by acting in an advisory capacity and offers £40-45,000 on the basic plus a very comprehensive benefits package. The chosen candidate will be responsible for responding to any regulatory based queries with pragmatic advice and keeping the business...
£21,500 - £32,500 package plus individual performance award, dependent on experience and location. At RBS, the vision of UK Retail (including the RBS and Natwest branch networks) is to become Britain’s most helpful and sustainable bank. Our people are key in helping us achieve this, which is why we place a high priority on recruiting the very best people with the right skills, experience and behaviours. Our mortgage ...
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Date: 5 days ago
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Farnham, Surrey
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£18,000 - £23,000 per annum
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2 applications
Urgently seeking an experienced Financial Planning Administrator with previous experience within a similar role, experience of using First Software and ideally FPC 1 & 2 qualified. Duties for the Financial Planning Administrator include; Processing all work arising from independent advice given to clients of the firm Maintenance and development of the administrative and compliance systems Manage client...
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Date: 5 days ago
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Farnham, Surrey
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£18,000 - £23,000 per annum
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2 applications
Description Assume responsibility for processing all work arising from independent advice given to clients of the firm. Maintenance and development of the administrative and compliance systems, client's files and associated client account ledgers. To assist the Head of Financial Planning with the development of the Department’s research, compliance and administration structures and any other delegated ...
Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading mortgage provider, financial institution and lender within the U.K Market. This is an ideal role for a top performing CeMap qualified (or equivalent) Mortgage Advisor to have the opportunity to develop and progress within a fast moving international firm, whilst significantly incre...
Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading mortgage provider, financial institution and lender within the U.K Market. This is an ideal role for a top performing CeMap qualified (or equivalent) Mortgage Advisor to have the opportunity to develop and progress within a fast moving international firm, whilst significantly incre...
Organisation Description Part qualified actuary is required to support the Head of Insurance Risk by contributing to the design, development and maintenance of the Insurance Risk Management Framework with the target of introducing an independent and aggregated view of all existing and emerging insurance risks facing the business. Employing an Enterprise-wide Risk Management (ERM) approach to insurance risk...
Job Description Role Summary: My client is looking for a fully qualified actuary to support the development, documentation and implementation of the actuarial aspects of Solvency II. You will work as part of a large team of experienced actuaries. Main Accountabilities: Support the development of a Solvency II Pillar 1 Standard Formula approach together with documentation to a leve...
Job Purpose AXA Wealth is a new model wealth management proposition. We are part of the AXA Group, the 9th largest company in the world by revenue. As a leading financial services provider, we offer a comprehensive range of products in the retirement planning and wealth management sectors. AXA Wealth has developed a number of innovative propositions including our market leading Elevate wrap platform. We are now ...
Are you an IFA or a financial advisor who is currently working in bancassurance, but seeks a move into an IFA role? Are you looking to offer a wider range of product and services to your customers? My client is a one of the most experienced and established financial services provider in the UK. They are seeking to expand their business by taking on experienced RDR ready financial professionals to offer a whole of market service ...
About our client: This organisation is a market leader with a dedication to providing first class customer service who have grown considerably over the past few years. This position is a result of that continued growth. Description: As Finance Analyst you will be responsible for the following: Posting journals and reconciling balance sheet accounts including fixed assets, stock, prepayments and accruals...
Our client, one of the UK’s leading mortgage brokers specialising with the new build sector, is currently looking to recruit several experienced Mortgage Advisor’s to join their growing team. Candidates will be required to visit clients generated from pre-qualified leads and sell a range of mortgage and protection products. The role is primarily field based so candidates need to be self motivated and able to develop relationship...
Our client: A financial services company based in Alton and growing in rapid fashion are looking to recruit for the following: Brief Job description Functioning as an independent and objective body that reviews and evaluates compliance issues/concerns within the organisation by auditing policies and sales calls. The position ensures the Directors, management and employees are in complian...
One of my clients has been market leading with the Aquisition of smaller IFA's and has been in the fortunate position of buying a number of small successful businesses, they are now one of the largest IFA's in europe My client is looking for experienced and successful Financial Advisers to join their teams and service the client bases. In addition you will be required to generate further clients and business from referrals and profess...
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Date: 4 days ago
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Farnham, Surrey
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£18,000 - £24,000 per annum
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2 applications
Our client, a small professional IFA practice affiliated with a larger professional organisation is looking for an experienced IFA Support Administrator to join the team. Duties include:- Processing new business Maintenance and development of the administrative and compliance systems and client files Involved in research, compliance and administration Preparing in depth diaries client review pack...
A great opportunity for someone who wants to move into a trainee Mortgage Adviser position. The client: A leading well known estate agents. The Role: Trainee Mortgage Adviser You will be responsibile for selling mortgage and protection products to new and existing clients. You will be involved in business development and relationship building. Full training will be provided for the Cemap qualificatio...
Our client, a leading National IFA seeks to strengthen their market position by attracting high calibre advisors to their firm. Your role will be to develop and expand your client portfolio, providing holistic and truly independent advice to HNW individuals. You will have access to market leading IT and Technical Research which will enable you to access and recommend the best products for your clients. Based in modern, spacious offic...
Contract position from mid June until November 2012 To provide direct support to both the Remarketing Analyst and Remarketing Manager. The main purposes of this role include, identifying commercial opportunities which through negotiation can improve the overall financial performance of Remarketing, proposing, implementing and monitoring KPIs with suppliers to Remarketing increasing accuracy, timeliness and quality of all administrati...
Our client based in Basingstoke is seeking a Mortgage Consultant to join the team due to expansion. As a Mortgage Advisor you'll be helping people find and apply for the right mortgage and making sure they are fully informed about the different kinds of mortgages available. Working in their best interests, it would be down to you to find them the best mortgage based on their situation and finances, whilst guiding them through the whole pro...
